← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
276
STRS Ohio
STRS Ohio
Ohio
$15M +$9.51M 8 0.07% Increased
277
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$14.6M +$707K 3 0.23% Increased
278
Castleark Management
Castleark Management
Illinois
$14.4M +$34.6K 2 0.59% Increased
279
Great Lakes Advisors
Great Lakes Advisors
Illinois
$14.3M -$4.68M 3 0.31% Reduced
280
JGC
J. Goldman & Co
New York
$14.3M +$14.3M 1 1.07% New
281
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$14.2M -$907K 10 0.12% Reduced
282
ACM
Atika Capital Management
New York
$13.7M +$3.88M 1 2.88% Increased
283
Martingale Asset Management
Martingale Asset Management
Massachusetts
$13.7M -$20.6M 3 0.14% Reduced
284
NIMC
NWQ Investment Management Company
California
$13.6M +$14.4M 1 0.33% New
285
RMCP
Red Mountain Capital Partners
California
$13.6M $0 1 12.02% Maintained
286
KCM
Kingdon Capital Management
New York
$13.6M +$14.1M 1 1.6% New
287
Aristeia Capital
Aristeia Capital
Connecticut
$13.4M -$2.32M 1 0.78% Reduced
288
LA
Linden Advisors
New York
$13.3M -$2.29M 2 0.18% Reduced
289
Candriam SCA
Candriam SCA
Luxembourg
$13.3M -$2.28M 4 0.18% Reduced
290
Azimuth Capital Management
Azimuth Capital Management
Michigan
$13.1M -$627K 3 0.85% Reduced
291
STCG
Speece Thorson Capital Group
Minnesota
$13M -$3.68M 1 3.47% Reduced
292
SSG
Summit Securities Group
New York
$13M +$3.46M 1 1.15% Increased
293
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.9M -$12.9M 11 0.02% Reduced
294
IECM
Intrinsic Edge Capital Management
Illinois
$12.8M +$10.1M 1 1.43% Increased
295
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.7M +$255K 5 0.22% Increased
296
TIA
Tandem Investment Advisors
South Carolina
$12.7M +$669K 1 2.31% Increased
297
NIP
Nicholas Investment Partners
California
$12.7M +$5.18M 2 1.07% Increased
298
Brinker Capital
Brinker Capital
Pennsylvania
$12.7M +$7.73M 4 0.43% Increased
299
VCM
Vigilant Capital Management
Maine
$12.6M -$775K 3 1.64% Reduced
300
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$12.6M -$513K 5 0.11% Reduced
10 11
12
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